Director & Co-founder

Matthew Martin

Personally

Matthew is a family man; supporting and providing for them is extremely important to him.

In his spare time, Matthew likes to keep fit by cycling and training in the gym. He also loves to play golf and watch sport, including watching his sons play rugby.

Importantly

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and possess an up-to-date Statement of Professional Standing (SPS).

View Matthew's Statement of Personal Standing View Matthew's entry on the FCA Register

Matthew began working in financial services in 1991 as a Financial Adviser at Prudential. He was promoted to Sales Manager in 1994 and ran a team of nine advisers for four years.

He then decided to return to his roots and went back to providing financial advice. Sometime later, he decided that he wanted to start his own firm. With the help of three other Prudential colleagues, Matthew set up Financial Design Limited in Kenilworth. The business grew and became very successful.

Matthew then moved on from Financial Design Limited to help his son, Dan Martin, begin MDM Wealth. In 2023, Matthew decided it was time to take a step back as he prepares for his and let Dan take over the managing director role.

Matthew’s specialist area is helping people who are planning for retirement to organise and manage their pensions and investments.

Likes

Dislikes

  • Poor drivers
  • Littering
  • Bad food and service in restaurants
  • Liquorice
  • Wasting time

What our clients say

I was really struggling to get my head around how to maximise my future financial security.


The advice provided was pitched at the right level for me to make an informed decision on my options and I look forward to meeting Matthew at review time.

I fully recommend him to others looking for professionally delivered financial guidance.”
Richard, Technical Project Manager at ZF Group, Tamworth, a client since 2017

Matthew has been our financial adviser for over 20 years.


During that time, he has always been responsive to our requests and proactive in identifying opportunities for us. He listens to our thoughts and has taken the time to get to know us as a family and guide us through the complex world of financial investment.

Through his support and expertise, he has enabled us to plan for our current needs and the future. Matthew has shown his integrity and professionalism over the many years I have known him.

I have no hesitation in recommending Matthew and have introduced him to numerous friends.
Jonathan, Volunteer at Acorns Children’s Hospital, Coventry, a client since 1998

Having recently retired, I have found Matthew’s professional advice extremely useful


It helped me make key decisions regarding my financial planning for the future.

I would recommend his services.
Les, MD at Community Engagement Limited, Nuneaton, a client since 2016

Matt listened and helped us make the challenge of securing our financial future feel comfortable.


He worked around our vision of the future and our risk profiles, and made it feel very personal to us both.

Matt is friendly, open, honest, professional. He has knowledge, experience and enthusiasm in helping people with their financial design and planning for the future.

I have no hesitation at all in recommending Matt to anybody seeking financial advice.
Mick, Director at Development Focused Ltd, Bedworth, a client since 2016

Matthew Martin has been my family's financial adviser for many years.


He is extremely knowledgeable, professional and trustworthy. As a result of his diligence and sound advice, our finances are in extremely good shape.

Matthew is a true expert in his field and, as such, I would have no hesitation whatsoever in recommending his services.
Caron, Customer Service Manager at Swish Building Products, Lapworth, a client since 2014

I have used Matthew Martin for all of my personal finance planning for some years now.


I have always been very happy with the quality and integrity of his advice.

I wouldn't hesitate to recommend him.
Cathy, FP & A Manager UKI – LR Business Assurance, Stretton on Dunsmore, a client since 2013

Matthew has sorted out our pensions and investments and we are more than pleased with the results.


His professionalism and knowledge of the financial industry impressed me, and I have no qualms in recommending him to anyone.

We have annual reviews with Matthew when we go through how our investments have done. Everything to date has been satisfactory.
Pete, Retired Quantity Surveyor, Newbury, a client since 2012

Matthew provides solid, open and honest financial advice.


I have always found him to be knowledgeable about the options available, including providing a risk-based view. If I have more detailed questions, Matthew usually knows the answers; if not, he will find out and reply promptly.

Great service and an approachable manner make for a first-class service all round.

If I have more detailed questions, Matthew usually knows the answers; if not, he will find out and reply promptly.

Great service and an approachable manner make for a first-class service all round.
Nick, Retired, Hartshill, a client since 2017

Matt is easy to work with and explains things in a way that I fully understand.


As well as setting up my pension, Matt has also assisted me with my life and critical illness policy.

I would have no hesitation in recommending Matt.
Sandra, Co-Presenter at UK Speaker Academy, a client since 2010

Matthew explained everything clearly.


I now have a financial vehicle available to take advantage of pension drawdown should I need it. It was important to me that I laid the foundations for the next phase of my life; I feel this has been done.

MDM Wealth look to forge long term, lifetime relationships with their clients. To me this is very important.

I now have someone who will assist and direct me in the right direction. Every box was ticked for me.
Gary, Development Manager, Kenilworth, a client since 2017

Matthews approach is very friendly and professional; he always has my interest at heart.


He explains the complexities of finance in a manner that befits my somewhat limited financial awareness.

If you are considering future investments, then he is just the man to explain how it all works and make you feel secure.

He is always there if I need to review my investments and has always been readily available to meet if I feel the need.
Julian, Senior Buildings Management Engineer, a client since 2009

Matthew was exceedingly helpful and took plenty of time to explain options and opportunities.


He also appeared very adept at dealing with the bureaucracy of several financial companies.

All in all, great service and an excellent result. I would have no hesitation in recommending him to any of my friends.
Dr Wilson, Kenilworth, a client since 2011

We have found Mathew Martin to have always had our best interests at heart.


At times his advice has changed our original intentions, and months or years later proved to have been for the best. His approach has never been "in your face" and always fitted into our requirements regarding appointment times.

We have recommended Mathew to several of our friends and business associates. We have full confidence in Mathew, his service and his advice.
Simon & Carole, retired, clients since 2004

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    MDM Wealth 7 Mitchell Court
    Castle Mound Way
    Rugby
    Warwickshire
    CV23 0UY

    MDM Wealth Ltd is authorised and regulated by the Financial Conduct Authority. You can find MDM Wealth Ltd on the FCA register by clicking here. Our Firm Registration Number is 823733. Registered in England & Wales. Company number: 11405039. Registered Office: 7 Mitchell Court, Castle Mound Way, Rugby, Warwickshire, CV23 0UY

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